PWM
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Puff Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

Puff Wealth Management’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.37M Buy
26,457
+4,453
+20% +$242K 1.3% 25
2026
Q2 		$1.14M Buy
+22,004
New +$1.16M 1.16% 26

Other funds holding AMLP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Puff Wealth Management's AMLP Position: Q3 2026 in Review

Puff Wealth Management increased its Alerian MLP ETF (AMLP) stake by 20% in Q3 2026, buying an estimated $242K and bringing the position to 26,457 shares worth $1.37M. The position accounts for 1.3% of the portfolio, ranked #25.

Puff Wealth Management first reported a position in AMLP in Q2 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

  • Puff Wealth Management held 26,457 shares of Alerian MLP ETF worth $1.37M as of Q3 2026.
  • Puff Wealth Management bought 4,453 Alerian MLP ETF shares in Q3 2026, an estimated $242K.
  • Alerian MLP ETF made up 1.3% of Puff Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Puff Wealth Management first reported a position in Alerian MLP ETF in Q2 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.